Map the buying committee for a B2B deal

What you’ll create

A stakeholder map, evidence-backed gaps, and a role-specific engagement plan.

Workflow steps

1. 01
   List only known stakeholders and the source for each role or requirement.
2. 02
   Distinguish confirmed decision criteria from unverified assumptions about influence or preference.
3. 03
   Identify missing roles or unanswered process questions that could block a decision.
4. 04
   Create a respectful engagement plan with a useful next question for each relevant role.

Start your workflow

Use the stages in order. Fill in the bracketed sections and add only source material you are permitted to share.

STAGE 1 — 1. Build the evidence map
When to use: Use before planning outreach.
Prompt: Help me map stakeholders in a B2B opportunity. Deal objective and solution scope: [details]. Known stakeholders using role labels or initials only: [list]. Notes from interactions: [anonymized notes with dates]. Confirmed decision process or requirements: [evidence]. Public sources and dates, if any: [details]. For each person/role, list only confirmed role, stated interest/requirement, source, and date. Put assumptions in a separate column. Do not infer motives or decision authority from personal characteristics.
Expected return: An evidence map with role, stated concern, source/date, confirmed influence if explicitly known, and unknowns.
User check: Check source dates and make sure assumptions are not phrased as facts.

STAGE 2 — 2. Identify coverage gaps
When to use: Use after checking the map.
Prompt: Review the stakeholder map above for deal-process coverage. Consider user, technical evaluator, procurement, finance, legal, operations, sponsor, and final approver only where relevant. Mark each as confirmed, possible, not applicable, or unknown; do not claim a person exists without evidence. Identify the three most useful questions to clarify how requirements are evaluated and who participates.
Expected return: A coverage table and three neutral discovery questions.
User check: Confirm categories fit this deal and do not pressure the buyer to disclose confidential information.

STAGE 3 — 3. Plan the next engagement
When to use: Use after correcting missing roles.
Prompt: Create a role-aware engagement plan for [next milestone/date]. For each confirmed or relevant stakeholder role, specify purpose, approved evidence to share, a respectful question, owner, and next step. Include a coordination note so the buyer does not receive duplicate or conflicting outreach. Do not draft claims beyond approved material.
Expected return: A short engagement table and coordination checklist.
User check: Review account permissions, contact preferences, and product claims before outreach.